cnbc.com / .cnbc-com-financial-advisers

Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls.

The SEC proposed expanding accredited investor eligibility beyond traditional income and net worth thresholds, including through a new exam.

Retirement savers may be affected by swings in the artificial intelligence trade. Here is how to assess the risk without making a rash move.

Americans living overseas may still face U.S. tax-filing and foreign-account reporting rules -- even when they ultimately owe no U.S. income tax.